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Schwab Emerging Markets Equity ETF shares owned by Betterment

Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Schwab Emerging Markets Equity ETF

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All positions including Schwab Emerging Markets Equity ETF held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Emerging Markets Equity ETF by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 89k 24.79
2023-09-30 $2.3M 94k 23.94
2023-06-30 $2.5M 100k 24.63
2023-03-31 $2.3M 96k 24.52
2022-12-31 $2.3M 96k 23.67
2022-09-30 $2.5M 98k 25.38
2022-06-30 $2.5M 98k 25.38
2022-03-31 $2.9M 106k 27.77
2021-12-31 $2.1M 69k 29.61
2021-09-30 $2.7M 90k 30.49
2021-06-30 $2.7M 84k 32.88
2021-03-31 $2.7M 87k 31.78
2020-12-31 $2.9M 96k 30.65
2020-09-30 $2.8M 106k 26.76
2020-06-30 $2.8M 117k 24.35
2020-03-31 $2.8M 137k 20.69
2019-12-31 $15M 535k 27.37
2019-09-30 $14M 524k 26.24
2019-06-30 $14M 524k 26.24
2019-03-31 $14M 553k 26.01
2018-12-31 $13M 553k 23.53
2018-09-30 $15M 574k 25.71
2018-06-30 $7.0M 271k 25.89
2018-03-31 $3.8M 136k 27.83
2017-12-31 $1.9M 68k 27.95
2017-09-30 $1.8M 66k 26.91
2017-06-30 $1.6M 65k 24.85
2017-03-31 $1.6M 66k 23.97
2016-12-31 $618k 29k 21.57

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Schwab Emerging Markets Equity ETF

Charles Schwab Investment Advisory
Creative Planning
Charles Schwab Investment Management
HPM Partners
HighTower Advisors
SageView Advisory Group
Mather Group
Mercer Global Advisors
Wealth Enhancement Advisory Services
Heartwood Wealth Advisors
Rebalance
Orgel Wealth Management
Krilogy Financial
Mariner Wealth Advisors
McAdam

View all funds holding Schwab Emerging Markets Equity ETF